---
schema_version: "1"
id: 2e6bd7d5b90dce610edd9fe6dc5ddb6403a50a7bcb953613b082e9c093ccf0fa
title: Financial Goals Query
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/connect_resources_financial_goal_query.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_financial_goal_query.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: e3da74d814646a3624deeda4b1694fd834b89b03b2d923b60e2ce25cd90f776e
description: Query financial goals, goal members, and goal funding using the parent Person Account, Household, or Party Relationship Group record.
---
# Financial Goals Query

Query financial goals, goal members, and goal funding using the parent Person Account, Household, or Party Relationship Group record.

## Resource

/connect/financialplanning/financialgoals/query/parentRecordId

## Available Version

59.0

## Requires Chatter

No

## HTTP Methods

POST

## Request Body for POST

### JSON Example

{
  "financialGoalFields": \[
    "Name",
    "Description",
    "ActualAmount",
    "CompletionDate"
  \],
  "financialGoalPartyFields": \[
    "AccountId",
    "Account.Name"
  \],
  "filterCriteria": \[
    {
      "fieldName": "FinancialGoal.Type",
      "operator": "equals",
      "value": "Retirement"
    }
  \],
  "offset": 1,
  "limit": 10,
  "sortBy": "DESC",
  "orderBy": "FinancialGoal.Name"
}

### Properties

| Name | Type | Description | Required or Optional | Available Version |
| --- | --- | --- | --- | --- |
| filterCriteria | [Filter Criteria](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_requests_filter_criteria_input.htm "Filter criteria for queries of financial goals and households.")\[\] | Filter criteria for the results. | Optional | 59.0 |
| financial​GoalFields | String\[\] | List of developer names of the fields from the FinancialGoal object to be retrieved. | Required for 59.0, Optional for 60.0 | 59.0 |
| financialGoal​FundingFields | String\[\] | List of field developer names from the FinancialAccount object to be retrieved. | Optional | 60.0 |
| financialGoal​PartyFields | String\[\] | List of field developer names from the FinancialGoalParty object to be retrieved. | Optional | 59.0 |
| limit | Integer | Maximum number of financial goals returned in each response. | Optional | 59.0 |
| offset | Integer | Offset for paging through returned financial goals. | Optional | 59.0 |
| orderBy | String | Fully qualified developer name of the field used to sort the results. | Optional | 59.0 |
| sortBy | String | Sort the results by Asc or Desc order. | Optional | 59.0 |

## Response Body for POST

[Financial Goals List Output](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_responses_financial_goals_list_output.htm "Queried financial goals.")